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Oracle Corp. reported growth in its cloud computing business that topped analysts’ estimates, suggesting the company’s large AI data center projects are helping boost its financial results.
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.
Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.
Oracle is set to report earnings and Wall Street expects its cloud infrastructure sales to grow by 112% to $7.1 billion in the first quarter.
Investors are looking to key inflation reports ahead of next week’s Fed meeting.
US equity futures were mixed pre-bell Thursday as traders awaited the first of two key inflation rep
Investing.com -- Oracle is set to report fiscal first-quarter 2027 earnings after the market close on Thursday, in a print that will show whether the AI spending boom can outrun the company’s own soaring costs. The cloud computing giant’s backlog has swelled to $638 billion, up 363% from a year ago, while free cash flow has now been negative for five straight quarters.
Asking for a Trend Host Josh Lipton takes a closer look at the top stories for investors to watch on Thursday, Sept. 10, including earnings reports from Oracle (ORCL), Adobe (ADBE), and Macy's (M), in addition to data from the producer price index.
Ahead of the bell Wall Street looks set for a mixed open on Thursday, with Dow and S&P 500 futures nudging 0.1% higher while Nasdaq contracts slipped 0.1%. The main event comes after the close, when Oracle reports earnings in what should be a reality check on AI spending and...
FEATURE Stock futures were edging higher on Thursday, even as oil carried on rising having topped $100 a barrel for the first time since July the previous session. Taiwan Semiconductor Manufacturing Co.
U. S. stock futures moved higher on Thursday as investors monitored developments in the U.
Today Earnings (a.m.): Macy’s Earnings (p.m.): Oracle, Adobe Economic data: PPI producer inflation data for August, 8:30 a.m. ET; existing home sales for August, wholesale inventories for July, weekly jobless claims and crude-oil supply data Central banks: ECB interest-rate decision U.
Oracle is scheduled to report earnings after the closing bell Thursday, with traders anticipating a big move from the database and cloud infrastructure giant’s stock.
Every “hyperscaler” is playing to win, whatever that means. They’ll still survive if the fortunes they’re spending on data centers earn lousy returns. But one to watch is Oracle, which reports quarterly results Thursday afternoon.
Oracle is set to report its fiscal Q1 earnings on Sept. 10. Here’s how the data suggests you should play ORCL shares heading into the quarterly print.
Scotiabank lowered its price target on Oracle to $215 from $241 while maintaining an ‘Outperform’ rating ahead of Thursday’s earnings report.
Oracle and Amazon just posted record cloud backlogs while their free cash flow turned negative, and a single Fed decision this month could determine whether their trillion-dollar AI buildouts become strokes of genius or catastrophic overextensions.
Adobe and Oracle both report earnings soon, but one carries a debt load that could turn a portfolio anchor into a leveraged bet on AI infrastructure holding together. Knowing which one retirement investors should trust changes everything about how to position right now.
📈 Follow our live markets data and coverage. Google co-founder Larry Page reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.
Today Apple iPhone event: The tech giant is expected to unveil its latest iPhone, the first major product launch for the company under new CEO John Ternus. U.S. Treasury: 10-year note auction, plus an indication of how much longer-term debt the Treasury plans to buy back under its new expanded buyback plan.
Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.
Both ORCL and ADBE are on the reporting docket this week, helping kick off the Q3 cycle. What can investors expect?
S&P 500 companies' second-quarter earnings growth continues to outpace early forecasts as the report
Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results from Jersey Mike's (JMKE), Oracle (ORCL), and Adobe (ADBE); August's Consumer Price Index (CPI) inflation data; and the possible IPO of AI giant Anthropic (ANTH.PVT).
US equity investors are expected to focus on August's inflation data and the Iran war this week as c
The last big economic reports before the Federal Reserve’s next interest-rate decision take place later this week, with producer inflation on Thursday and the consumer price index on Friday. Traders recently were betting on a 60% chance of a rate hike at the Fed meeting Sept.